There’s no doubt that knowledge is power. This notion has driven the popularity of our annual Advisor Transition Report, an in-depth analysis of advisor movement, transition deals, and significant trends in the wealth management space.
The report captures the year in wealth management over 2023 and is designed to be a resource for advisors who are curious about the seismic changes we are seeing play out in real-time in the industry—information relevant to advisors whether considering change or not.
In this special Industry Update podcast episode, Louis Diamond and Jason Diamond take a deeper dive into the key takeaways and the anticipated influence of each on activity through 2024 and beyond. They offer valuable insight into:
- What firms were the winners—and losers—in the recruiting game.
- Which models saw the greatest amount of activity—and how this compares to previous years.
- How the shift toward a focus on the long-term is driving movement—particularly amongst the mega-teams.
- What impact retention efforts—like retire-in-place programs—had on advisor movement.
- Where recruiting deals are at—and where they are headed.
- Why there’s a shortfall of next gen talent—and how that’s impacting succession plans for aging advisors.
- Why private equity is the next “big thing”—and how it will disrupt the industry landscape.
- Why the advisor was ultimately the real winner of 2023—and is expected to be the winner again in 2024.
- And much more!
It’s the perfect companion to the Advisor Transition Report, so be sure to download it and listen in to this special episode.
Download a transcript of this episode…